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ALPS | Smith Core Plus Bond ETF (SMTH) Institutional Ownership

ALPS | Smith Core Plus Bond ETF logo
$25.96 +0.02 (+0.08%)
Closing price 08/4/2025 04:10 PM Eastern
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$25.94 -0.02 (-0.08%)
As of 04:05 AM Eastern
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Institutional Ownership Changes (13F Filings) for ALPS | Smith Core Plus Bond ETF (NYSEARCA:SMTH)

Number of
Institutional Buyers
(last 12 months)
48
Total
Institutional Inflows
(last 12 months)
$1.01B
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$31.57M
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SMTH Institutional Buying and Selling by Quarter

ALPS | Smith Core Plus Bond ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/4/2025World Investment Advisors321,794$8.32M0.2%+9.3%0.427%
8/1/2025 Envestnet Asset Management Inc.35,508$918K0.0%+4.2%0.047%
7/31/2025 Guardian Financial Partners LLC444,754$11.50M5.2%+7.6%0.590%
7/30/2025 Principle Wealth Partners LLC785,243$20.30M1.3%-21.3%1.042%
7/29/2025 Spectrum Investment Advisors Inc.177,147$4.58M2.7%+7.0%0.235%
7/29/2025 Stratos Wealth Partners LTD.41,278$1.07M0.0%+100.8%0.055%
7/29/2025 Riverbend Wealth Management LLC154,257$3.99M3.0%+35.4%0.205%
7/29/2025 Stratos Investment Management LLC3,288,789$85.02M3.9%+24.0%4.366%
7/23/2025 Prasad Wealth Partners LLC398,493$10.30M3.0%-26.3%0.529%
7/21/2025 Sovereign Investment Advisors LLC385,533$9.97M2.7%+560.4%0.512%
7/17/2025 G&S Capital LLC23,572$609K0.2%+25.0%0.032%
7/16/2025 Old Port Advisors259,355$6.70M1.8%+19.4%0.348%
7/15/2025 Traction Financial Partners LLC673,584$17.41M11.8%-1.1%0.905%
7/14/2025 Sentinel Pension Advisors LLC323,202$8.36M1.4%N/A0.435%
7/11/2025 Annex Advisory Services LLC5,143,368$132.96M3.2%+47.1%6.948%
7/10/2025 NorthCrest Asset Manangement LLC295,740$7.63M0.2%+24.0%0.400%
7/10/2025 Wealth Enhancement Advisory Services LLC43,698,035$1.13B1.9%+12.6%59.031%
7/9/2025 Lineweaver Wealth Advisors LLC1,132,470$29.27M4.6%+12.0%1.530%
7/9/2025 Triumph Capital Management42,423$1.10M0.3%-53.0%0.057%
7/8/2025 Gallacher Capital Management LLC337,518$8.73M4.0%+4.4%0.458%
6/27/2025Goldman Sachs Group Inc.130,446$3.38M0.0%-21.2%0.179%
5/19/2025Jane Street Group LLC46,627$1.21M0.0%-51.9%0.069%
5/16/2025Goldman Sachs Group Inc.130,446$3.38M0.0%-21.2%0.192%
5/16/2025Integrated Wealth Concepts LLC273,026$7.07M0.1%-22.2%0.403%
5/14/2025Comerica Bank7,336$190K0.0%+128.3%0.011%
5/14/2025Northwestern Mutual Wealth Management Co.1,642$43K0.0%N/A0.002%
5/13/2025Ethos Financial Group LLC211,720$5.48M0.5%N/A0.312%
5/8/2025Shufro Rose & Co. LLC4,543,908$117.62M9.3%+146.4%6.699%
5/8/2025 Sovereign Investment Advisors LLC58,378$1.50M0.5%-84.5%0.086%
5/8/2025First Foundation Advisors73,495$1.90M0.1%+193.7%0.108%
5/6/2025 Principle Wealth Partners LLC997,835$25.83M1.8%-7.8%1.471%
5/6/2025 Triumph Capital Management90,173$2.33M0.8%+19.3%0.133%
5/6/2025 Old Port Advisors217,146$5.62M1.7%+554.8%0.320%
5/5/2025 Gallacher Capital Management LLC323,342$8.37M4.1%+12.8%0.477%
5/2/2025 Lineweaver Wealth Advisors LLC1,010,919$26.17M4.5%+70.4%1.490%
4/30/2025Alps Advisors Inc.180,582$4.67M0.0%+18.0%0.277%
4/30/2025Adapt Wealth Advisors LLC593,317$15.36M7.5%+43.2%0.910%
4/30/2025 Stratos Wealth Partners LTD.20,558$532K0.0%N/A0.032%
4/30/2025 Stratos Wealth Advisors LLC69,271$1.79M0.1%N/A0.106%
4/30/2025 Stratos Investment Management LLC2,651,970$68.65M3.7%+35.3%4.069%
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4/29/2025Bank of New York Mellon Corp1,932,956$50.04M0.0%N/A2.966%
4/29/2025World Investment Advisors294,502$7.62M0.2%+10.9%0.452%
4/28/2025Strategic Financial Concepts LLC9,016$233K0.0%+14.8%0.014%
4/28/2025 ABLE Financial Group LLC10,818$280K0.1%N/A0.017%
4/25/2025 G&S Capital LLC18,859$488K0.2%N/A0.029%
4/23/2025 Riverbend Wealth Management LLC113,955$2.95M2.6%+6.7%0.175%
4/23/2025 Guardian Financial Partners LLC413,213$10.70M5.1%+2.7%0.634%
4/21/2025 Blue Trust Inc.5,080$131K0.0%N/A0.008%
4/21/2025Advisory Resource Group545,393$14.12M2.9%-5.4%0.837%
4/16/2025 Wealth Enhancement Advisory Services LLC38,822,260$1.00B1.9%+8.8%59.562%
4/16/2025 NorthCrest Asset Manangement LLC238,408$6.17M0.2%+174.0%0.366%
4/15/2025 Traction Financial Partners LLC680,889$17.63M13.8%N/A1.045%
4/11/2025 Annex Advisory Services LLC3,496,658$90.51M2.6%+17.9%5.365%
4/10/2025 Fermata Advisors LLC84,791$2.20M0.4%+6.2%0.133%
4/10/2025Nixon Peabody Trust Co.205,180$5.31M0.5%N/A0.323%
3/17/2025 Wealth Enhancement Advisory Services LLC35,667,256$910.23M1.7%+32.8%59.218%
3/17/2025 NorthCrest Asset Manangement LLC87,015$2.22M0.1%+152.1%0.144%
2/25/2025Shufro Rose & Co. LLC1,844,088$47.06M3.6%N/A6.681%
2/18/2025Vise Technologies Inc.28,136$718K0.1%N/A0.102%
2/17/2025Coastal Bridge Advisors LLC15,084$385K0.1%N/A0.055%
2/17/2025Citadel Advisors LLC36,283$926K0.0%-43.3%0.131%
2/17/2025Adapt Wealth Advisors LLC414,451$10.58M5.2%+20.1%1.502%
2/14/2025Jane Street Group LLC96,849$2.47M0.0%+54.3%0.351%
2/14/2025 Triumph Capital Management75,578$1.93M0.7%+8.2%0.274%
2/14/2025Comerica Bank3,214$82K0.0%N/A0.012%
2/14/2025Integrated Wealth Concepts LLC350,990$8.96M0.1%-2.0%1.272%
2/13/2025First Foundation Advisors25,021$639K0.0%N/A0.091%
2/13/2025 Envestnet Asset Management Inc.34,055$869K0.0%N/A0.123%
2/12/2025OLD Mission Capital LLC91,182$2.33M0.0%N/A0.330%
2/12/2025JPMorgan Chase & Co.4,492$115K0.0%N/A0.016%
2/11/2025LPL Financial LLC35,001$893K0.0%+56.9%0.127%
2/11/2025Condor Capital Management43,858$1.12M0.1%N/A0.159%
2/11/2025TAP Consulting LLC8,317$212K0.0%N/A0.030%
2/10/2025Thrivent Financial for Lutherans340,034$8.68M0.0%N/A1.232%
2/10/2025 Gallacher Capital Management LLC286,678$7.32M3.6%+20.7%1.039%
2/10/2025 Sovereign Investment Advisors LLC376,719$9.61M2.9%+50.2%1.365%
2/10/2025Commonwealth Equity Services LLC22,309$569K0.0%-28.1%0.081%
2/7/2025 Riverbend Wealth Management LLC106,830$2.73M2.4%N/A0.387%
2/5/2025 Lineweaver Wealth Advisors LLC593,315$15.15M2.8%+2.5%2.150%
2/4/2025 Prasad Wealth Partners LLC487,842$12.45M4.0%N/A1.768%
1/30/2025Strategic Financial Concepts LLC7,857$201K0.0%N/A0.028%
1/30/2025Legacy Capital Wealth Partners LLC33,435$853K0.2%N/A0.121%
1/29/2025 Principle Wealth Partners LLC1,082,578$27.63M1.9%-6.5%3.922%
1/28/2025Advisory Resource Group576,334$14.71M3.1%-5.4%2.088%
1/28/2025 Apollon Wealth Management LLC26,823$685K0.0%-1.9%0.097%
1/28/2025 Spectrum Investment Advisors Inc.161,671$4.13M2.8%N/A0.586%
1/28/2025Strategic Financial Concepts LLC200,503$51K0.0%N/A0.726%
1/27/2025 Stratos Investment Management LLC1,959,640$50.01M3.0%-0.5%7.100%
1/16/2025 Annex Advisory Services LLC2,966,770$75.71M2.3%+81.9%10.749%
1/15/2025 Fermata Advisors LLC79,839$2.04M0.4%-9.4%0.289%
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1/15/2025 Guardian Financial Partners LLC402,471$10.27M6.1%+4.1%1.458%
1/10/2025 Wealth Enhancement Advisory Services LLC26,875,912$710.60M1.5%+0.0%97.376%
1/2/2025 Old Port Advisors33,163$846K0.2%N/A0.120%
11/25/2024World Investment Advisors LLC265,971$7.03M0.2%+0.7%0.964%
11/20/2024Advisory Resource Group608,923$16.10M3.4%-1.3%2.206%
11/15/2024Jane Street Group LLC62,772$1.66M0.0%+105.8%0.227%
11/15/2024Integrated Wealth Concepts LLC358,251$9.47M0.1%+4.4%1.298%
11/14/2024Flow Traders U.S. LLC37,619$995K0.1%N/A0.136%
11/5/2024 Apollon Wealth Management LLC27,351$723K0.0%N/A0.099%
11/1/2024Assetmark Inc.2,272$60K0.0%N/A0.008%
(Data available from 1/1/2016 forward)

SMTH Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SMTH shares?

During the previous two years, 54 institutional investors and hedge funds held shares of ALPS | Smith Core Plus Bond ETF. The most heavily invested institutionals were Wealth Enhancement Advisory Services LLC ($1.13B), Annex Advisory Services LLC ($132.96M), Shufro Rose & Co. LLC ($117.62M), Stratos Investment Management LLC ($85.02M), Bank of New York Mellon Corp ($50.04M), Lineweaver Wealth Advisors LLC ($29.27M), and Principle Wealth Partners LLC ($20.30M).Learn more on ALPS | Smith Core Plus Bond ETF's institutional investors.

Which institutional investors have been buying ALPS | Smith Core Plus Bond ETF's stock?

Of the 51 institutional investors that purchased ALPS | Smith Core Plus Bond ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Wealth Enhancement Advisory Services LLC ($43.71M), Annex Advisory Services LLC ($5.14M), Shufro Rose & Co. LLC ($4.54M), Stratos Investment Management LLC ($3.14M), Bank of New York Mellon Corp ($1.93M), Principle Wealth Partners LLC ($1.28M), and Traction Financial Partners LLC ($680.89K).

How much institutional buying is happening at ALPS | Smith Core Plus Bond ETF?

Institutional investors have bought a total of 39,129,390 shares in the last 24 months. This purchase volume represents approximately $1.01B in transactions.

Which of ALPS | Smith Core Plus Bond ETF's major shareholders have been selling company stock?

Of the 14 institutional investors that sold ALPS | Smith Core Plus Bond ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Principle Wealth Partners LLC ($372.35K), Sovereign Investment Advisors LLC ($318.34K), Prasad Wealth Partners LLC ($142.23K), Integrated Wealth Concepts LLC ($85.23K), Advisory Resource Group ($71.70K), Goldman Sachs Group Inc. ($70.33K), and Jane Street Group LLC ($50.22K).

How much institutional selling is happening at ALPS | Smith Core Plus Bond ETF?

Institutional investors have sold a total of 1,222,304 shares in the last 24 months. This volume of shares sold represents approximately $31.57M in transactions.


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This page (NYSEARCA:SMTH) was last updated on 8/5/2025 by MarketBeat.com Staff
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